Who owns PHR (PHR)
Which tracked institutional funds hold PHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened PHR while 102 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PHR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PHR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 243 tracked filers holding PHR, 155 increased or opened the position and 118 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PHR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- Pale Fire Capital SE$72M
- VANGUARD PORTFOLIO MANAGEMENT LLC$28M
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- Whetstone Capital Advisors, LLC$8M
- HRT FINANCIAL LP$5M
- Jump Financial, LLC$4M
Full exits 34
- VANGUARD GROUP INC$89M
- Capital International Investors$48M
- Greenhouse Funds LLLP$42M
- DEERFIELD MANAGEMENT COMPANY, L.P.$34M
- Champlain Investment Partners, LLC$27M
- MILLENNIUM MANAGEMENT LLC$27M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$8M
- OP Asset Management Ltd$7M
- BNP PARIBAS FINANCIAL MARKETS$6M
- CITADEL ADVISORS LLC$5M
- ALGERT GLOBAL LLC$5M
- Walleye Capital LLC$3M
Largest trims
- BlackRock, Inc.$46M
- Granahan Investment Management, LLC$32M
- FRANKLIN RESOURCES INC$28M
- Nuveen, LLC$23M
- AMERIPRISE FINANCIAL INC$13M
- STATE STREET CORP$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pale Fire Capital SE new | 8,649,329 | $72M | 8.1% | 2026-Q1 |
| BlackRock, Inc. added | 5,920,469 | $50M | 5.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,335,121 | $28M | 3.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,479,247 | $21M | 2.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,817,526 | $15M | 1.7% | 2026-Q1 |
| STATE STREET CORP added | 1,473,946 | $12M | 1.4% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 1,380,874 | $12M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,371,794 | $11M | 1.3% | 2026-Q1 |
| Prosight Management, LP added | 1,100,000 | $9M | 1.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,075,760 | $9M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,030,815 | $9M | 1.0% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,028,169 | $9M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,025,902 | $9M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,018,235 | $9M | 1.0% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,008,227 | $8M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,001,057 | $8M | 0.9% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 987,607 | $8M | 0.9% | 2026-Q1 |
| Whetstone Capital Advisors, LLC new | 953,928 | $8M | 0.9% | 2026-Q1 |
| OP Asset Management Ltd added | 774,144 | $8M | 0.8% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 781,377 | $7M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 755,730 | $6M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 735,963 | $6M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 731,655 | $6M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 729,709 | $6M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 520,475 | $6M | 0.7% | 2026-Q1 |
| Meros Investment Management, LP added | 615,740 | $5M | 0.6% | 2026-Q1 |
| Rock Springs Capital Management LP trimmed | 600,400 | $5M | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP added | 583,073 | $5M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 581,409 | $5M | 0.5% | 2026-Q1 |
| Jump Financial, LLC added | 534,334 | $4M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 513,296 | $4M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 484,717 | $4M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 466,683 | $4M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 482,956 | $4M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 457,925 | $4M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 430,185 | $4M | 0.4% | 2026-Q1 |
| Walleye Capital LLC added | 410,149 | $3M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 403,978 | $3M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 395,536 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 289,622 | $3M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 355,683 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 348,254 | $3M | 0.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 325,000 | $3M | 0.3% | 2026-Q1 |
| CAMBIAR INVESTORS LLC trimmed | 322,675 | $3M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 310,371 | $3M | 0.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 298,793 | $3M | 0.3% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP added | 291,908 | $2M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 281,189 | $2M | 0.3% | 2026-Q1 |
| NORGES BANK trimmed | 85,079 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG added | 255,799 | $2M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 234,416 | $2M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 196,658 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 184,791 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 174,821 | $1M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 173,983 | $1M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 168,305 | $1M | 0.2% | 2026-Q1 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI added | 166,490 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 165,173 | $1M | 0.2% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 152,109 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 137,622 | $1M | 0.1% | 2026-Q1 |
| Man Group plc added | 137,393 | $1M | 0.1% | 2026-Q1 |
| Bellevue Group AG trimmed | 130,992 | $1M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 119,183 | $1M | 0.1% | 2026-Q1 |
| Palogic Value Management, L.P. new | 130,000 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,268,981 | $89M | 9.9% | 2025-Q4 stale |
| Capital International Investors trimmed | 2,851,536 | $48M | 5.4% | 2025-Q4 stale |
| Greenhouse Funds LLLP trimmed | 2,471,960 | $42M | 4.7% | 2025-Q4 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 1,999,045 | $34M | 3.8% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P trimmed | 1,170,559 | $28M | 3.1% | 2025-Q3 stale |
| Champlain Investment Partners, LLC trimmed | 1,609,941 | $27M | 3.0% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 1,571,055 | $27M | 3.0% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 782,075 | $18M | 2.1% | 2025-Q3 stale |
| Capricorn Fund Managers Ltd new | 484,500 | $11M | 1.3% | 2025-Q3 stale |
| Park West Asset Management LLC trimmed | 522,995 | $9M | 1.0% | 2025-Q4 stale |
| BROWN ADVISORY INC trimmed | 510,858 | $9M | 1.0% | 2025-Q4 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 474,146 | $8M | 0.9% | 2025-Q4 stale |
| RIVERBRIDGE PARTNERS LLC trimmed | 459,047 | $8M | 0.9% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 298,891 | $8M | 0.9% | 2025-Q1 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 314,193 | $7M | 0.8% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC trimmed | 269,448 | $6M | 0.7% | 2025-Q3 stale |
| ArrowMark Colorado Holdings LLC trimmed | 328,331 | $6M | 0.6% | 2025-Q4 stale |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 300,308 | $5M | 0.6% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 298,042 | $5M | 0.6% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 291,132 | $5M | 0.5% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 286,259 | $5M | 0.5% | 2025-Q4 stale |
| CASTLEARK MANAGEMENT LLC new | 168,720 | $4M | 0.5% | 2025-Q1 stale |
| NOMURA HOLDINGS INC added | 251,236 | $4M | 0.5% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 235,615 | $4M | 0.4% | 2025-Q4 stale |
| Woodline Partners LP trimmed | 191,042 | $3M | 0.4% | 2025-Q4 stale |
| Bullseye Asset Management LLC added | 132,718 | $3M | 0.3% | 2025-Q3 stale |
| FORMULA GROWTH LTD | 109,534 | $3M | 0.3% | 2025-Q3 stale |
| Conestoga Capital Advisors, LLC added | 111,270 | $2M | 0.2% | 2025-Q4 stale |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 102,423 | $2M | 0.2% | 2025-Q4 stale |
| PDT Partners, LLC trimmed | 71,935 | $2M | 0.2% | 2025-Q3 stale |
| Calamos Advisors LLC added | 62,445 | $2M | 0.2% | 2025-Q1 stale |
| TANDEM CAPITAL MANAGEMENT CORP /ADV trimmed | 72,283 | $1M | 0.1% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd added | 67,673 | $1M | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 48,510 | $1M | 0.1% | 2025-Q3 stale |
| WESBANCO BANK INC | 64,500 | $1M | 0.1% | 2025-Q4 stale |
| Lisanti Capital Growth, LLC added | 41,545 | $1M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.